Tracy Helmer

Senior Financial Consultant, CFP®, AAMS®

CFP® (Certified Financial Planner^™), AAMS® (Accredited Asset Management Specialist®)

Tracy is a graduate of Purdue University and has worked in the financial services industry since 2001. She holds FINRA registrations Series 7 and 66 with LPL Financial, along with being licensed for Life and Health insurance with her Long Term Care endorsement. Tracy joined German American in 2012 as a Financial Consultant, being promoted to Senior Financial Consultant in 2015. Tracy has been a volunteer for the American Cancer Society, United Way, Junior Achievement, and teaches financial literacy classes for elementary and junior high students. In addition to her volunteer work, Tracy has invested time and effort earning her National Social Security Advisor designation and is a member of the Financial Planning Association. She, her husband, and two children enjoy spending time participating in many outdoor activities.

Click for BrokerCheck by FINRA.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. German American Bank and German American Investment Services Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using German American Investment Services Group, and may also be employees of German American Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, German American Bank or German American Investment Services Group. Securities and insurance offered through LPL or its affiliates are:

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.